Inflation & Iran vs. Earnings & AI: Your Next Move 5/13/26
May 13, 2026•44 min
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Episode description
Scott Wapner and the Investment Committee debate the state of the markets with inflation, Iran, earnings and AI all bearing down on stocks. Plus, we hit the latest Calls of the Day. And later, the desk assesses the value of private credit names as Ares Capital is named a top pick at Bank of America.
Investment Committee Disclosures
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